#稳定币业务 The number of stablecoins surpassing L2 may seem like a simple prediction, but it carries profound meaning. What does a low threshold mean? It means that stablecoins will become the new "infrastructure arms race" in the upcoming wave of coin issuance.
From a copy trading perspective, this greatly affects our choice of strategy. Instead of tracking the operators fighting in the L2 ecosystem, it is better to pay attention to who can layout multi-chain stablecoin liquidity earlier. Why? Because the monetization path for stablecoins is clearer—exchanges need them, users need them for cross-chain bridging, and this is not a virtual demand.
I recently adjusted the copy trading allocation logic: for aggressive traders, I will reduce the weight and instead increase tracking of those medium-risk players focused on liquidity mining with stablecoin pairs. The reason is simple - the returns in the stablecoin sector may not be as exciting as L2, but the volatility is more controllable, and the stop-loss line is also easier to set.
The key to this narrative shift is: when the market transitions from pursuing high multiples to seeking sustainable monetization, those traders who have long understood the logic of "deep monetization TVL" will instead become the true winners. Observing how they allocate their resources is often more valuable than chasing high-risk returns.
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#稳定币业务 The number of stablecoins surpassing L2 may seem like a simple prediction, but it carries profound meaning. What does a low threshold mean? It means that stablecoins will become the new "infrastructure arms race" in the upcoming wave of coin issuance.
From a copy trading perspective, this greatly affects our choice of strategy. Instead of tracking the operators fighting in the L2 ecosystem, it is better to pay attention to who can layout multi-chain stablecoin liquidity earlier. Why? Because the monetization path for stablecoins is clearer—exchanges need them, users need them for cross-chain bridging, and this is not a virtual demand.
I recently adjusted the copy trading allocation logic: for aggressive traders, I will reduce the weight and instead increase tracking of those medium-risk players focused on liquidity mining with stablecoin pairs. The reason is simple - the returns in the stablecoin sector may not be as exciting as L2, but the volatility is more controllable, and the stop-loss line is also easier to set.
The key to this narrative shift is: when the market transitions from pursuing high multiples to seeking sustainable monetization, those traders who have long understood the logic of "deep monetization TVL" will instead become the true winners. Observing how they allocate their resources is often more valuable than chasing high-risk returns.